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Jeff Yass’s Phillips Edison & Co PECO Stock Holding History

Jeff Yass’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Buy
9,600
+3,800
+66% +$152K ﹤0.01% 10415
2026
Q1 		$217K Sell
5,800
-3,400
-37% -$126K ﹤0.01% 11529
2025
Q4 		$327K Buy
9,200
+1,500
+19% +$52.1K ﹤0.01% 9750
2025
Q3 		$264K Sell
7,700
-1,400
-15% -$48.5K ﹤0.01% 10408
2025
Q2 		$319K Sell
9,100
-1,100
-11% -$38.9K ﹤0.01% 10195
2025
Q1 		$372K Buy
10,200
+4,000
+65% +$145K ﹤0.01% 9579
2024
Q4 		$232K Sell
6,200
-3,500
-36% -$133K ﹤0.01% 10386
2024
Q3 		$366K Sell
9,700
-14,700
-60% -$524K ﹤0.01% 9176
2024
Q2 		$798K Sell
24,400
-22,800
-48% -$744K ﹤0.01% 7121
2024
Q1 		$1.69M Buy
47,200
+9,200
+24% +$325K ﹤0.01% 5722
2023
Q4 		$1.39M Sell
38,000
-3,900
-9% -$136K ﹤0.01% 6185
2023
Q3 		$1.41M Buy
41,900
+3,400
+9% +$118K ﹤0.01% 5871
2023
Q2 		$1.31M Sell
38,500
-4,500
-10% -$140K ﹤0.01% 6064
2023
Q1 		$1.4M Sell
43,000
-23,500
-35% -$769K ﹤0.01% 5956
2022
Q4 		$2.12M Buy
66,500
+19,300
+41% +$593K ﹤0.01% 4590
2022
Q3 		$1.32M Buy
47,200
+15,900
+51% +$523K ﹤0.01% 5908
2022
Q2 		$1.05M Buy
31,300
+13,500
+76% +$458K ﹤0.01% 6429
2022
Q1 		$612K Buy
+17,800
New +$584K ﹤0.01% 8430

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jeff Yass's PECO Position: Q2 2026 in Review

Jeff Yass reduced its Phillips Edison & Co (PECO) stake by 73% in Q2 2026, selling an estimated $1.44M and leaving 13,361 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #9668.

Jeff Yass first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.2M in Q1 2022. 442 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Jeff Yass held 13,361 shares of Phillips Edison & Co worth $556K as of Q2 2026.
  • Jeff Yass sold 36,110 Phillips Edison & Co shares in Q2 2026, an estimated $1.44M.
  • Phillips Edison & Co made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9668 holding.
  • Jeff Yass first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Jeff Yass's Phillips Edison & Co position peaked at $21.2M in Q1 2022.
  • 442 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.